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Westwood Wealth Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Westwood Wealth Management’s Portfolio SJNK Stock Details SJNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-110,861
Closed -$2.81M – 104
2025
Q4 		$2.81M Buy
+110,861
New +$2.81M 2.11% 11

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Westwood Wealth Management's SJNK Position: Q1 2026 in Review

Westwood Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2026, closing a stake of 110,861 shares — an estimated $2.81M sold.

Westwood Wealth Management first reported a position in SJNK in Q4 2025 and held it in 1 quarter. The position peaked at $2.81M in Q4 2025. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

  • Westwood Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 110,861 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $2.81M.
  • Westwood Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.81M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.